
My Financial Plan
Building & Monitoring Your Plan
We use a software program called eMoney to help you see what your money is doing in real time and what it can do for you in the future. By taking into account all of the variables that affect your financial health, eMoney paints a full picture of your resources at work.
With eMoney, you can play out various scenarios to help you make the best decisions for your financial future. The software has a view just for you and for our team, so it serves as a collaborative planning tool where we can build your best life narrative digitally in real time.
To get started with eMoney, please click on the button below.
Please note that eMoney is not affiliated with LPL Financial. or Northeast Planning Associates.